Added to YB: 2026-03-26
Pitch date: 2026-01-28
KBR [bullish]
KBR, Inc.
-12.91%
current return
Author Info
No bio for this author
Company Info
KBR, Inc. provides scientific, technology, and engineering solutions to governments and commercial customers worldwide.
Market Cap
$4.8B
Pitch Price
$43.33
Price Target
N/A
Dividend
1.74%
EV/EBITDA
6.47
P/E
10.85
EV/Sales
0.92
Sector
Professional Services
Category
special_situation
KBR, Inc. - $KBR
KBR: Transforming from low-margin EPC to higher-quality services/tech: MTS (~55% EBITDA) govt services, STS (~45%) IP-rich process tech. Trading ~8x EBITDA vs peers 11-13x. CY25 headwinds (Homesafe loss, LNG ban, DOGE, Ukraine pullback) lapping mid-CY26. MTS 5-8% organic growth LT, STS +26% CAGR since CY22 despite Plaquemines rolloff. Sep'25 spin of MTS (mid-26) should unlock value. SOTP 12x = material upside by CY28. Strong FCF, aggressive buybacks limit downside.
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